SOUTHERNSUN ASSET MANAGEMENT, LLC 13F Holdings
CIK 0001089755 · Memphis, TN
As of Sep 30, 2025, SOUTHERNSUN ASSET MANAGEMENT, LLC reported 31 positions worth $771.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BRINKS CO | BCO | Industrials | 479,199 | $56.0M | 7.26% |
| U S PHYSICAL THERAPY INC | USPH | Healthcare | 505,222 | $42.9M | 5.56% |
| MODINE MANUFACTURING CO | MOD | Consumer Cyclical | 275,633 | $39.2M | 5.08% |
| LOUISIANA-PACIFIC CORP | LPX | Basic Materials | 428,042 | $38.0M | 4.93% |
| MURPHY USA INC | MUSA | Consumer Cyclical | 95,949 | $37.3M | 4.83% |
| CRANE NXT CO | CXT | Industrials | 552,183 | $37.0M | 4.80% |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 1,189,850 | $36.7M | 4.76% |
| BOOT BARN HOLDINGS INC | BOOT | Consumer Cyclical | 216,337 | $35.9M | 4.65% |
| BELDEN INC | BDC | Technology | 292,409 | $35.2M | 4.56% |
| ARMSTRONG WORLD INDUSTRIES INC | AWI | Basic Materials | 174,717 | $34.2M | 4.44% |
| LIVE OAK BANCSHARES INC | LOB | Financial Services | 894,310 | $31.5M | 4.08% |
| DORMAN PRODUCTS INC | DORM | Consumer Cyclical | 200,359 | $31.2M | 4.05% |
| MSA SAFETY INC | MSA | Industrials | 170,013 | $29.3M | 3.79% |
| ADVANCED ENERGY INDUSTRIES INC | AEIS | Industrials | 171,630 | $29.2M | 3.78% |
| TIMKEN CO | TKR | Industrials | 370,037 | $27.8M | 3.60% |
| EXTREME NETWORKS INC | EXTR | Technology | 1,341,400 | $27.7M | 3.59% |
| AGCO CORP | AGCO | Industrials | 255,893 | $27.4M | 3.55% |
| ENERPAC TOOL GROUP CORP | EPAC | Industrials | 632,023 | $25.9M | 3.36% |
| INGEVITY CORP | NGVT | Basic Materials | 433,706 | $23.9M | 3.10% |
| STEPAN CO | SCL | Basic Materials | 446,656 | $21.3M | 2.76% |
| BOSTON BEER CO INC | SAM | Consumer Defensive | 90,168 |